WEALTH ALLIANCE, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1793904 MELLVILLE, NY

Position in PGR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$621,708

-$4,333 QoQ

Shares Held

2,846

-9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,091

of 1,812 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $2,589,822 across 5 Insurance - Property & Casualty names. PGR ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	2,252	$743,430
2	PGR	Progressive Corp/Oh/ This page	2,846	$621,708
3	WRB	Berkley W R Corp	8,640	$609,379
4	CB	Chubb Ltd	1,015	$345,851
5	KNSL	Kinsale Capital Group, Inc.	817	$269,454

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$621,708	2,846	-9.9%	Shares	Defined	2026-08-11
2026-03-31	$626,041	3,158	+257.6%	Shares	Defined	2026-05-14
2025-12-31	$201,076	883	+2.0%	Shares	Defined	2026-02-13
2025-09-30	$213,858	866	-8.7%	Shares	Defined	2025-11-07
2025-06-30	$253,250	949	-3.6%	Shares	Defined	2025-08-08
2025-03-31	$278,481	984	+5.0%	Shares	Defined	2025-05-05
2024-12-31	$224,514	937	+0.2%	Shares	Defined	2025-02-03
2024-09-30	$237,265	935	-10.2%	Shares	Defined	2024-11-04
2024-06-30	$216,226	1,041	-13.3%	Shares	Defined	2024-08-09
2024-03-31	$248,390	1,201	-16.0%	Shares	Defined	2024-05-10
2023-03-31	$204,432	1,429	-31.7%	Shares	Defined	2023-05-11
2021-12-31	$214,743	2,092	—	Shares	Defined	2022-02-14
No filing history on record for this holder in this stock.